Support (800) 775-8378 Contact Us

    Get a SmartStart: Software to Grow Your Law Firm

    By Sarah Friedlander Garcia • December 20th, 2016
    Audiences: End Users, Administrators

    On November 29th, we had a special webinar with Christian Wettre, President, and Dennis Smith, VP of Sales at UpCurve Cloud where we discussed how your law firm can gain immediate value and results with CRM. 

    Thank you to everyone who participated in this webinar. Below is the video recording, slide deck, and Q&A.

    If you have questions about the SmartStart approach that we discussed during our presentation, feel free to contact us.


    • What is CRM?
    • About UpCurve Cloud
    • CRM Implementation challenges for law firms
    • The SmartStart approach to implement business development best practices in a law firm
    • The Sugar CRM Platform
    • The Four Pillars of CRM
    • Email Relationship Management
    • Document Automation
    • SmartStart Deployment & Pricing
    • ROI Calculator

    Slide Deck

    Questions & Answers

    1. Q: Is there any additional cost for the Outlook plug-in or Mobile
      A: No, this is a one price model. So there is no additional cost for the Outlook plug-in or for the SugarCRM Mobile application. They are both standard.

    2. Q: Can I make changes to the CRM myself?
      A: Yes. Sugar is completely configurable through the user interface so as part of the deployment we'll work with you to show you how we're actually making the customization through UI and with the first deployment should you feel the need that you'd like to create a field or change some type of layout, you have the ability to do that.

    3. Q:  Can it support Spanish?
      A: As Chris had mentioned earlier Sugar is multilingual and currently ships with 38 languages out of the box (as of Sugar 7.8). Spanish is one of them, and it simply does all the translations on the back end.

    4. Q: How long does it take to deploy?
      A: So as part of our SmartStart implementation it depends on the complexity of the deployment, what we're converting from, is it a Legacy system or something that's homegrown in-house ... based on these factors deployment lengths can vary. We're happy to work with you to set an estimate on what that would be. But if we're starting from scratch, usually inside of any business process we should be up and running within four weeks.

    5. Q: Is there a limit to the number of templates that I can create? 
      A: I'm assuming that's in reference to the uDocs document templates and the answer is none, there are no limits. They're simply word documents that load into Sugar, categorized however you'd like. Again, the document form is a custom template so you can categorize those documents as you'd like and it is unlimited to the number that you can have.


    More From This Author
    Sarah Friedlander Garcia
    Director of Marketing at UpCurve Cloud